Opto Sessions – Invest in the Next Big Idea

Today, I’m welcoming Kathryn McDonald to the Opto Sessions podcast, Co-Founder of Radiant ESG. Earlier this year Kathryn and Radiant CEO Heidi Ridley left renowned Quant House, Rosenberg Equities - The ‘Original Quant’ if you read Rosenberg’s website. The duo had decided to take the ESG integration synonymous with their former employer, one step further.I speak to Kathryn about why, with global inflows into sustainable funds up 72% in Q2 2020, ESG is booming right now. We then discuss how Kathryn and Co. have captured this global zeitgeist, in Radiant’s product offering, with two new strategies primed for imminent market release.Kathryn’s commitment to what we now call Environmental, Social, and Governance (ESG) investing began over 30 years ago, and I learnt a lot about a sector that added $71 billion in the second quarter of this year. Kathryn identifies the themes she thinks will lend further intrigue to an industry on the lips of market commentators all over the world, and I hope you find the interview as valuable as I did. Enjoy!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth’s internet connection, which does mean some of the interview’s audio isn’t quite as clear as usual. But, after a herculean effort from our editors, I really hope you enjoy the episode.And for a quick introduction, having worked as a private banker for one of the biggest asset managers in the world, Fidelity Investments, 10 years later Perth decided to found her own firm in 2014. Life & Liberty indexes is a purveyor of indices & ETFs designed to produce long-term outperformance in emerging markets while observing the freedom and human rights of the subjects within those nations. Frequently quoted throughout financial media, including numerous Bloomberg interviews, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine. If you’re serious about the impact your investments have on the world, this isn’t one to miss. During the call, Perth mentions an article by colleague Jin Won Choi that busts the myth of Chinese outperformance in EM funds and indices, here it is: https://www.enjine.com/blog/frdm-invest-in-emerging-markets ...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others.We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tail risk fund - both of which are relevant to the current market activity we’re seeing. You can follow Meb on twitter @MebFaber. Grab one of his books and check out the ETFs he manages at https://mebfaber.com/Want further insights from Opto? Check out our daily newsletter:https://www.cmcmarkets.com/en-gb/opto/newsletter...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Meet the one and only Gregory Zuckerman. Greg is a Special Writer at The Wall Street Journal where he talks about big financial trades, firms, and the titans of wall street.Gregory has released 5 books which include The greatest trade ever: How hedge fund manager John Paulson bet against the markets and made $20 billion and also his latest popular release The man who solved the markets: How Jim Simons launched the quant revolution. In our conversation we dig into detail on how Ren Tech was able to make 66% a year over a 30 year period, making it the most successful hedge fund of all time. We also touch on what Greg believes to be the common traits that make the titans of wall street as successful as they are. Enjoy. ...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Today I’m talking to Russ Mould, a prolific market pundit and Investment Research Director at AJ Bell, one of the UK’s largest investment platforms with £54.3 billion of invested assets. Russ’s extensive experience in capital markets began in 1991, managing funds at Scottish Equitable, before being entrusted with UBS’s Tech coverage as an Equity analyst, two year later. 12 years on Russ decided he needed a change, becoming a writer, then Editor, at the renowned Shares Magazine - and once that was acquired by AJ Bell in 2014, Russ was chosen to head up the company’s investment research efforts, a role he performs to this day.We discuss whether the ‘Great Rotation’ is finally here, what that means for investors’ portfolios, and where to find outperformance in a new market cycle, and in the new normal. Russ identifies the sectors, industries and companies that have shone amid unprecedented uncertainty, and which are likely to be at the vanguard of the next cycle.Russ is consistently asked to contribute to Bloomberg, This is MONEY, CNBC and many other top publications besides, and it was a joy to have him on the podcast. Enjoy the episode!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Meet the lovely Michele Schneider. Mich is an ex commodity broker who is the co-founder of marketgauge.com where she serves as Director of Trading Research and Education. MarketGauge provides financial information and education to thousands of individuals, as well as large companies such as Barron’s, Fidelity, Thomson Reuters, and Bank of America.Michele’s incredible career included over 13 years as one of the only female members of several NY Commodity Exchanges in the World Trade Center. She even brushed shoulders with Paul Tudor Jones. Mish also runs a discretionary trading recommendation service called MMMAdvantage, designed for active investors.We have a riveting conversation covering gold, clean energy, and some key takeaways from her latest book ‘Plant your money tree - a guide to growing your wealth’ including her favourite phase of wealth creation. I highly recommend checking out her latest book - Plant your money tree - a guide to growing your wealth. Go to marketgauge.com to grab your copy along with some free extra content too. ...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM.We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for US stock markets; and where Paul and his team are looking for outperformance, this year, and beyond. Paul gives us true, unadulterated insight into how an industry heavyweight identifies opportunities and manages billions of dollars on a daily basis – if you trade or invest in equities this isn’t one you want to miss - Hope you enjoy the episode!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Jo Klement a mathematician and physicist turned investment strategist currently working at Liberium Capital in London where he’s focused on the equity strategy and building the ESG investment offering. In the interview we uncover some insights from his recently released book - 7 mistakes every investor makes along with why spotify should start a hedge fund and his client from hell. All this and a lot lot more.Joachim has had a very interesting career spanning over 20 years including being a CIO and after that an MD at credit suisse. He’s spent most of his career working with wealthy individuals and family offices advising them on investments and helping them manage their portfolios.This is already one of my favourite episodes and some of the most fascinating parts are actually touched on right at the end so make sure you listen to the whole thing.You can find more brilliant insights from Joachim at www.jklement.comEnjoy!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Today, I’m talking to ETF aficionado Deborah Fuhr, Founder of ETFGI, the dominant player in global ETF research. Deborah took time out of her busy schedule – typically a prolific globetrotter but grounded at home by the Coronavirus - to give us an exclusive insight into an industry that now commands a colossal $6 trillion valuation, worth just $8bn as recently as 1997.We discuss, how Deborah’s helped to pioneer and trail blaze on behalf of these transparent, accessible products; why an industry, traditionally obsessed by fees and sky-high compensation, is now turning its mind to what was once considered, a “quirky”, alternative investment; and which new, innovative products we should keep an eye on, particularly in the Active and Thematic segments. If you’re invested in or trading ETFs this isn’t a conversation you want to miss – hope you enjoy the episode!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Get ready for a technical analysis masterclass with the one and only JC Parets, founder of allstarcharts.com where his motto is - 'it’s not about being right, it’s about making money.'JC has appeared frequently on all of the big names - Bloomberg, CNBC, The Wall Street Journal, CNN, and of course Opto. I get a chance to dig into JCs no nonsense approach to the markets which has built him a large following over the years as well as reviewing some key levels to watch in the major US indices and some exciting names to put on your watchlist. He’s an exciting guy and genuinely one of the best to follow on twitter. So if you’re into the stock market, you’re going to enjoy this one. Check out JC's new Charting school at chartingschool.allstarcharts.com. Whether you're new to trading or a 30-yr market veteran, this course is for you! Check it out!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.